Account & troubleshooting
Coaching
Coaching connects two Forexizer users. A student controls which accounts and money values a coach can see.
Invite a coach
Open Coaching, choose I'm a student, and enter the coach's email. Choose all accounts or one account, then choose whether to share full P&L or percentages only. Send the invite.
The coach gains access only after accepting. You can edit the account scope and P&L visibility later.
Accept a coach invitation
If a coach invites you, open Coaching and review the invitation. Before accepting, choose the account scope and whether to expose money amounts. Decline invitations you do not recognize.
Coach a student
Choose I'm a coach. Invite a student by email or accept a request from one. After the student accepts and chooses what to share, open their row to see a read-only workspace.
A coach can browse the shared performance and trades but cannot rewrite the student's trade data. The coach can add a Coach review on an individual trade.
Percentage-only sharing
Percentage-only mode hides the student's dollar amounts. The coach sees rebased performance for comparison without receiving the original balances or money P&L.
Remove access
Students can remove a coach or change sharing at any time. Coaches can remove a student from their roster. Removing the link ends access but does not delete either user's trades.